Changelog

We’re excited to introduce a new feature in the Companies module! Similar to Contacts and Expiration Items, you now have the option to Merge Companies. This new tool makes it easier for you and your team to manage duplicate company entries within your account.

With this feature, you can merge any existing duplicates in just one step, keeping your data accurate and streamlined.
Additionally, if any companies merge in real life, you can seamlessly combine their records for a more organized and efficient system. 👍

We hope this enhancement helps you maintain clean and up-to-date records! If you have any questions or need assistance with this new feature, feel free to reach out or review our video below:

We’re thrilled to announce a minor UI update that rolled out yesterday (Sept 30) for a select group of users; those on Legacy plans!
Legacy users may have seen the notice about this update in the app over the last week.
Here’s what’s new: 👍

• Revamped Editing Item Forms: Enjoy a fresh, streamlined design that makes editing even easier! You can now review an overview page for your item before editing it. If you prefer to go without this feature, you can turn it off in your “Features” section.

• Quicker Load Times: Experience improved speed when editing items, performing searches, or executing bulk edits!

We can’t wait for you to explore these enhancements! If you have any questions or need assistance, feel free to reach out to our Support Team!

Hello, Amazing Users!

Great news! We've updated some of the terminology in Expiration Reminder for better clarity and ease of use. Rest assured, all functionalities remain the same, ensuring your document management experience is as efficient as ever.

Why the change? To refine your navigation and understanding within the app, without altering the features you know and love.

Check out the refreshed terms and continue your seamless experience. We're here for any questions!

Thank you for being with Expiration Reminder!

We're proud to unveil our latest feature upgrade – Bulk Edits for companies, locations, vehicles, equipment, and mailboxes. This innovative addition will significantly enhance your experience with our platform, offering a powerful tool to manage records with unprecedented ease and efficiency. This feature marks a significant leap forward in our mission to streamline your data management process, saving time and reducing manual effort.

What's New?

• Bulk Editing Capabilities: Modify multiple records at once with ease. Whether updating contact details for a fleet of vehicles or changing the location info for various equipment, do it all in a few clicks.

• Time-Saving and Efficiency: Say goodbye to the tedious task of editing each record individually. Our Bulk Edit feature is a game-changer, significantly reducing the time and effort required to manage large datasets.

• Enhanced Accuracy and Consistency: Ensure data uniformity across your records. Implement changes across multiple entries, maintaining consistency and accuracy effortlessly.

How Can You Benefit?

• Streamlined Operations: Ideal for companies with extensive inventories or large teams, this feature helps streamline operations, making record management more efficient than ever.

• Reduced Error Margin: Minimize the likelihood of manual errors with individual record editing.

• Elevated Productivity: Free up valuable time for your team to focus on more critical tasks, boosting overall productivity.

We Want Your Feedback. Your input is pivotal in our journey of continuous improvement. After trying the new feature, please share your feedback or suggestions. This helps us tailor our solutions to meet your needs better.

Click HERE to find out more about Bulk Edit from our Help Center

We’re thrilled to announce the release of an exciting new feature designed with your convenience and efficiency in mind. As we continuously strive to enhance your user experience and optimize the functionality of our platform, we’ve listened to your feedback and are introducing the "Quick Create" feature!

Here’s what you need to know:

One-Click Access to Essential Functions:

No more navigating through multiple sub-menus. With the "Quick Create" button now prominently located at the top menu, you can swiftly create:

• A new category

• A new contact

• A new vehicle

• A new equipment

• A new location

• A new expiration

Seamless Transitions

When you click the "Quick Create" button, a streamlined sub-menu appears, presenting you with all the needed options. This ensures that you can quickly input new data records, minimizing interruptions to your workflow.

Enhanced Productivity

By reducing the number of clicks and simplifying the creation process, you can get more done in less time, keeping your focus on the tasks that matter most to you.

Why this Matters

From our research and direct conversations with users like yourself, we recognized that speed and efficiency are paramount. Especially in a domain where tracking expiration dates for contracts, licenses, and other critical documents is crucial, we understand the significance of every saved second. The "Quick Create" feature is a testament to our commitment to ensuring our platform remains agile, intuitive, and user-centric.

We’d love to hear your feedback on this new feature. Your insights and experiences play a pivotal role in our ongoing product development.

Thank you for choosing us as your trusted partner. We remain dedicated to continually enhancing our platform to serve your needs better.

As always, remember to submit your feature requests here: https://app.expirationreminder.net/help/feedback

We're always on the hunt to make your experience with Expiration Reminder more efficient and user-friendly. We've heard your feedback and understand the importance of quickly accessing and reviewing your essential documents without the hassle of downloading them.

Exciting News!

We're thrilled to announce the roll-out of our brand-new feature: In-App File Viewing. You can instantly view your contracts, licenses, certifications, insurances, and more directly within the Expiration Reminder! No more waiting, no more cluttering your downloads folder.

Benefits of In-App File Viewing:

1. Instant Access: Open and review your documents with a single click.

2. Save Storage: Eliminate the need to download multiple files to your device.

3. Enhanced Security: Avoid unnecessary downloads by reducing the risk of sensitive files getting into the wrong hands.

4. Universal Compatibility: Our viewer supports a wide range of file formats, ensuring you can view all your documents effortlessly.

How to Use the New Feature?

1. Navigate to any record within Expiration Reminder.

2. Click on the document name.

3. The document will open in a new window within the app. You can zoom, scroll, and navigate pages seamlessly.

Remember, this is just the beginning! Our team is consistently working to refine and enhance our offerings based on your valuable feedback.

If you have any questions, need assistance, or want to share your thoughts about the new feature, please don't hesitate to contact our support team at support@expirationreminder.net.

Thank you for being a part of our Expiration Reminder community. We're excited for you to experience this update and can't wait to bring you even more.

Today, we are thrilled to announce a feature many of you have requested: Account Ownership Transfer!

What is Account Ownership Transfer?

Whether it’s a team reshuffle, a change in management, or any other reason that necessitates a switch in account handlers, our new feature ensures a seamless transition. With Account Ownership Transfer, you can now transfer the owner of your account to another user with just a few clicks.

Key Benefits:

1. Effortless Transition: No need to manually re-enter data or set up a new account from scratch. A few clicks, and the new owner is all set.

2. Data Security: Rest assured that all your data remains confidential and secure during the transfer, maintaining its integrity.

3. Flexibility: Organizational changes are a part of growth. Our feature ensures that our system evolves with your needs.

‍ How to Use Account Ownership Transfer:

1. Navigate to the 'Settings' section on your dashboard.

2. Choose the 'Users' on the left menu.

3. Click on the Transfer Ownership button.

4. Follow the prompts to select the new account owner and initiate the transfer.

5. The user that initiated the transfer will receive a notification to confirm the process.

Need Help or Have Questions?

Our support team is here to guide you. Feel free to contact us via chat or email and check out our help article.

Your feedback has always been our north star. We genuinely thank you for helping us shape Expiration Reminder to better serve your needs. We have many more exciting updates in the pipeline, so stay tuned!

Account Ownership Transfer

We are thrilled to announce some significant improvements to Expiration Reminder, all designed with your operational efficiency in mind. Here's what you can expect with our latest update:

1. Bulk Supervisor Change Feature: You asked, and we listened! We understand that businesses evolve and supervisors change. With our new update, you can now change contact supervisors in bulk, eliminating the need to edit each contact manually. This new feature will save you enormous time and increase your productivity.

1. SCIM Integration: We are pleased to introduce System for Cross-domain Identity Management (SCIM) integration to our platform. This added feature will enable simplified user and group management, helping you automate user data synchronization across different systems. With SCIM, you can now easily manage identities on a large scale, boosting the security and interoperability of your plans. This feature is only available in the Enterprise plan.

We believe these improvements will dramatically enhance your user experience, making Expiration Reminder more robust and flexible. As always, our dedicated support team can assist you with any questions or guidance as you explore these new features.